Cross Point Capital LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
136223
Registered since
November 3, 2005

Firm profile

FINTRX

Overview

Cross Point Capital LLC is organized as a limited liability company and has been SEC-registered since 2005. The firm is described as owner-operated (individual ownership) and carries an “unclassified” registration profile in the FINTRX snapshot. Available data provides very limited detail about the firm’s advisory footprint: there are no disclosed descriptions of client types, fee schedules, advisory activities, or investment mandates. FINTRX notes the firm is not an active ESG investor, is not identified as a capital allocator, and is not designated as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ilias Islamov

    Owner & CEOCRD 4963410

Contacts

3 of 8
  • Roy Mui

    Operations OfficerCRD 5131063

  • Matthew Alexander

    Matthew Alexander

    Registered RepresentativeCRD 8170069

  • Krishna Balachander

    Krishna Balachander

    Co-PresidentCRD 5679490

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
30 E 23rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth